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BBCG.14.04.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 4: Configuring Contact Management (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly.

The Sales and Marketing area within Dynamics 365 Supply Chain Management allows us to manage and track customer contact information and marketing activities.  It also allows us to manage all your sales order activities within your organization.  It is where we can configure our sales hierarchies, enabling us to organize all your products into more manageable groups.  We can also initiate sales orders, manage the changes to the orders, and manage all our standard pricing and discount masters. These transactions then feed into the Accounts Receivable module, making the whole sales cycle seamless.

The Sales and Marketing area within Dynamics 365 does more than just track Customers, Sales Orders, and Invoices.  It has a lot of CRM functionality that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and Telemarketing Call Lists

In most cases, it is just as good as (if not better than) any other stand-alone CRM systems, mainly because you don’t need to buy any more licenses or load any more software because all the functionality is delivered with the system.

One of the strengths of Dynamics 365 is that it has in-built Contact Management in addition to the ability to track Customers and Vendors as people or organizations.  This adds another layer of information you can track against people because you can record all their personal information without registering it against the parent’s records.  You can record their personal contact preferences and track activities and interactions against them. Also, if they move from one organization to another, all their history will move with them.

This module will show how to configure the Contact Management within Dynamics 365 Supply Chain Management and start using it.


Topics Covered

  • Define Contact Person Titles
  • Defining Function of Persons
  • Creating Contacts
  • Creating Contacts From Customer Accounts
  • Linking To Outlook For Synchronization
  • Configuring the Outlook Synchronization Options
  • Synchronizing Contacts With Outlook


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 152 pages

Publisher: Blind Squirrel Publishing (Jun 6, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches

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